Heritage Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6M | Buy |
114,958
+234
| +0.2% | +$68.4K | 1.6% | 24 |
|
|
2025
Q1 | $35.8M | Buy |
114,724
+4,493
| +4% | +$1.4M | 1.82% | 23 |
|
|
2024
Q4 | $32M | Sell |
110,231
-2,926
| -3% | -$848K | 1.58% | 26 |
|
|
2024
Q3 | $34.5M | Buy |
113,157
+9,120
| +9% | +$2.78M | 1.62% | 26 |
|
|
2024
Q2 | $26.5M | Buy |
104,037
+7,810
| +8% | +$1.99M | 1.2% | 28 |
|
|
2024
Q1 | $27.1M | Buy |
96,227
+8,980
| +10% | +$2.53M | 1.24% | 28 |
|
|
2023
Q4 | $25.9M | Buy |
87,247
+8,323
| +11% | +$2.47M | 1.29% | 28 |
|
|
2023
Q3 | $20.8M | Buy |
78,924
+67,148
| +570% | +$17.7M | 1.13% | 29 |
|
|
2023
Q2 | $3.51M | Sell |
11,776
-428
| -4% | -$128K | 0.19% | 43 |
|
|
2023
Q1 | $3.41M | Buy |
12,204
+689
| +6% | +$193K | 0.19% | 42 |
|
|
2022
Q4 | $3.03M | Sell |
11,515
-874
| -7% | -$230K | 0.18% | 43 |
|
|
2022
Q3 | $2.86M | Buy |
12,389
+399
| +3% | +$92.1K | 0.21% | 41 |
|
|
2022
Q2 | $2.96M | Sell |
11,990
-26
| -0.2% | -$6.42K | 0.21% | 42 |
|
|
2022
Q1 | $2.97M | Buy |
12,016
+15
| +0.1% | +$3.71K | 0.16% | 47 |
|
|
2021
Q4 | $3.22M | Buy |
12,001
+112
| +0.9% | +$30K | 0.18% | 47 |
|
|
2021
Q3 | $2.87M | Buy |
11,889
+46
| +0.4% | +$11.1K | 0.18% | 51 |
|
|
2021
Q2 | $2.74M | Buy |
11,843
+598
| +5% | +$138K | 0.17% | 52 |
|
|
2021
Q1 | $2.52M | Buy |
11,245
+891
| +9% | +$200K | 0.15% | 50 |
|
|
2020
Q4 | $2.22M | Buy |
10,354
+1,108
| +12% | +$238K | 0.14% | 53 |
|
|
2020
Q3 | $2.03M | Buy |
9,246
+250
| +3% | +$54.9K | 0.26% | 42 |
|
|
2020
Q2 | $1.66M | Buy |
8,996
+427
| +5% | +$78.8K | 0.23% | 42 |
|
|
2020
Q1 | $1.42M | Buy |
8,569
+360
| +4% | +$59.5K | 0.25% | 45 |
|
|
2019
Q4 | $1.62M | Buy |
8,209
+911
| +12% | +$180K | 0.21% | 44 |
|
|
2019
Q3 | $1.57M | Buy |
7,298
+1,573
| +27% | +$338K | 0.23% | 41 |
|
|
2019
Q2 | $1.19M | Buy |
5,725
+1,731
| +43% | +$359K | 0.18% | 56 |
|
|
2019
Q1 | $758K | Buy |
3,994
+409
| +11% | +$77.7K | 0.12% | 65 |
|
|
2018
Q4 | $636K | Buy |
3,585
+122
| +4% | +$21.6K | 0.12% | 67 |
|
|
2018
Q3 | $579K | Hold |
3,463
| – | – | 0.11% | 72 |
|
|
2018
Q2 | $543K | Hold |
3,463
| – | – | 0.2% | 67 |
|
|
2018
Q1 | $541K | Buy |
3,463
+8
| +0.2% | +$1.25K | 0.22% | 64 |
|
|
2017
Q4 | $595K | Buy |
3,455
+12
| +0.3% | +$2.07K | 0.25% | 61 |
|
|
2017
Q3 | $540K | Buy |
3,443
+100
| +3% | +$15.7K | 0.27% | 57 |
|
|
2017
Q2 | $512K | Hold |
3,343
| – | – | 0.27% | 59 |
|
|
2017
Q1 | $433K | Hold |
3,343
| – | – | 0.23% | 60 |
|
|
2016
Q4 | $407K | Sell |
3,343
-1,178
| -26% | -$143K | 0.27% | 51 |
|
|
2016
Q3 | $521K | Sell |
4,521
-1,200
| -21% | -$138K | 0.36% | 41 |
|
|
2016
Q2 | $688K | Buy |
5,721
+669
| +13% | +$80.5K | 0.46% | 32 |
|
|
2016
Q1 | $635K | Hold |
5,052
| – | – | 0.5% | 28 |
|
|
2015
Q4 | $598K | Sell |
5,052
-138
| -3% | -$16.3K | 0.5% | 30 |
|
|
2015
Q3 | $511K | Buy |
5,190
+177
| +4% | +$17.4K | 0.44% | 29 |
|
|
2015
Q2 | $478K | Sell |
5,013
-300
| -6% | -$28.6K | 0.4% | 50 |
|
|
2015
Q1 | $518K | Hold |
5,313
| – | – | 0.43% | 43 |
|
|
2014
Q4 | $497K | Buy |
5,313
+2,214
| +71% | +$207K | 0.44% | 48 |
|
|
2014
Q3 | $295K | Buy |
3,099
+683
| +28% | +$65K | 0.31% | 57 |
|
|
2014
Q2 | $244K | Hold |
2,416
| – | – | 0.26% | 61 |
|
|
2014
Q1 | $236K | Hold |
2,416
| – | – | 0.27% | 61 |
|
|
2013
Q4 | $234K | Buy |
+2,416
| New | +$234K | 0.29% | 59 |
|